The High Cost of Noise in Decision Making
How does “Noise” affect decision making? According to Danny Kahneman, winner of the 2002 Nobel Memorial Prize in...
Motivated Reasoning of Rock Stars
Last week, I tweeted my disappointment a favorite singer/songwriter had gone off the deep end: Van Morrison, well known as...
Transcript: Danny Kahneman
The transcript from this week’s, MiB: Danny Kahneman on Noise, is below. You can stream and download our full...
MiB: Danny Kahneman on Noise
This week, we speak with Danny Kahneman, winner of the 2002 Nobel Memorial Prize in Economic Sciences. His empirical...
Presentation: Bull Markets, Valuations & Bubbles
Princeton bcf from ritholtz You can find yesterday’s presentation at Princeton’s Bendheim Center for Finance on...
Valuations, Cycles & Bubbles!
Tomorrow, I am giving a webinar presentation at Princeton’s Bendheim Center for Finance at 12:30pm. The topic is...
Why You Are Your Portfolio’s Worst Enemy
Nearly all errors and mistakes in investing comes down to human emotions. That’s according to Jack Brennan, chairman...
Are EVs part of a “Big Market Delusion“ ?
How can an entire sector consist of companies all of which are priced as if they will soon dominate their industry? That...
Purposeless Capital
To hear an audio spoken word version of this post, click here. “This has to be one of the single greatest losses...
How to Call a Market Top (audio)
I wrote this in July 2017, where (with full snark enabled) I explained the secrets to calling a market top. If you missed...